Case management with Doxis4

Boost service quality

Gain new customers and their loyalty by quickly and flexibly managing cases to give customers information at any time.

Work more intelligently

Manage all cross-area case work with one software solution and boost your team’s productivity.

Ensure process quality

Maintain an overview of all cases and constantly optimize service cases and core processes.

The complete transparency throughout all processes really
convinced our employees.

Maximilian Butzen, Software Engineer in the Content Management division, GEFA BANK GmbH

Better customer service

Ensure daily responses to customer inquiries, flexibly structure cases according to the matter & provide immediate case status updates.

Transparent collaboration

Manage cases and all related documents across departments transparently and thereby prevent complex convoluted inquiries and duplicate work.

Boost profitability

Make it easier for employees to adapt cases by enabling them to immediately find processes and documents in the right context and are automatically reminded of deadlines.

Avoid compliance risks

Transparently document all work done in case steps and thereby demonstrate compliance throughout the company with laws such as the EU GDPR.

Customers who manage cases with Doxis4


Increase your productivity & company success

Project approvals, service cases, risk assessments: There are countless processes that keep requiring you to deviate from the standard procedure. This flexibility is a prerequisite for productive, service-oriented work that contributes to your company’s overall performance. With Doxis4, you simply combine structured processes with ad hoc tasks. This enables you to more productively manage processes across departments to be more customer-centric. Furthermore, Doxis4 documents all processes in an audit-proof way: This means you are always accountable, can respond directly and avoid costly compliance breaches.

Case study

The full transparency in all cases persuaded our employees.

Maximilian Butzen, Software Engineer in the Content Management division of GEFA BANK GmbH

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Adaptive case management for your processes

Automate workflows

Automate recurring tasks such as approving or reviewing customer orders with Doxis4: No one in your team forgets a step. Everyone is able to directly find the right processor for next task and move the process along faster.

Plan ad hoc tasks

In customer service or project work, in particular, your employees need to be able to steer processes with full flexibility. With Doxis4, they can adapt processes easily at any time and create new tasks on an ad hoc basis — without programming know-how.

Find documents in a case

To quickly settle a claim, make spontaneous changes to a project or start working on service cases, Doxis4 provides you all the information you need: You’ll find contracts, emails, conversation logs and all related cases at a moment’s notice.

Video

Adaptive case management

Simply adapt standardized processes and find all the information you need about a case: Find out here how adaptive case management (ACM) works.


Doxis4 enables us to to flexibly adjust our processes. This is absolutely necessary for our successful digitalization.

Mag. Martin Keplinger, Head of Statutory Healthcare Doctors& IT, Ärztekammer für Oberösterreich


Get to know Doxis4 live!

In a live demo or at your place of business.
 

Arrange a Live Demo


Document processes

Who completed which task and which steps of the case are complete? Doxis4 gives you a complete overview at all times. Because all processes and cases are fully documented, you are always accountable in liability issues. Doxis4 is certified for many regulations and requirements, e.g.

Learn more about how processes are managed in practice:

Daily claims settlements at DEVK insurance

Read Customer Story

Fast case management without waiting or transport times at Aareal Bank

Read Customer Story

How a Swiss insurance provider speeds up claims processing

Read Customer Story

Fact sheet: Manage & adapt tasks & processes with Doxis4

Read Fact Sheet

Manage your document-driven processes even faster – with DMS! 

There are no processes without documents. So why keep them separate from one another? This guide shows you how a document management system with integrated BPM brings documents and processes together to accelerate your processing times.

 

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How can we help you?

Find out how Doxis4 can help you to reach your goals.

Want to know more about process management with Doxis4? We will be happy to present Doxis4 to you personally – in a live demo or directly at your company. We look forward to hearing from you!